Sanjeev Yadav is a registered investment advisor at Rose Capital Advisors, LLC, based in Miami Beach, FL, with 1 years of industry experience. Sanjeev operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 386 clients with $660M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered at a negotiable hourly rate up to $500/hour or a fixed fee up to $20,000 per quarter, depending on the scope and complexity of the services.
Location
119 Washington Avenue, Suite 400, Miami Beach, FL, 33139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sanjeev is the Founder/CEO of Banyan Tree Global LLC, a management and strategic consulting firm, dedicating nearly full-time hours to this role. He also serves on the Board of Trustees with Bunker Hill Community College and the Board of Directors with Commonwealth Corporation of Massachusetts.
Employment History
Current Registrations
Rose Capital Advisors, LLC
State Registrations1 state
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